Transition Planning, No Matter What Circumstances

Our current conditions managing through a pandemic heighten the awareness and need for being well positioned and prepared for adversity.


That includes having in place an orderly and intelligent process for the transfer of ownership and responsibility.


In Accounting Today, Optimum Strategies' Ira Rosenbloom provides advice on how to plan for and handle several practice transitions—from a traditional retirement and Managing Partner turnover to more sudden and unexpected changes such as long-term disability or death. Read the article.




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